Vanguard Small-Cap Value ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 16k | 200.78 |
| 2024-06-30 | $2.9M | 16k | 182.52 |
| 2024-03-31 | $3.0M | 16k | 191.88 |
| 2023-12-31 | $2.8M | 16k | 179.97 |
| 2023-09-30 | $2.5M | 16k | 159.49 |
| 2023-06-30 | $2.5M | 15k | 165.40 |
| 2023-03-31 | $2.4M | 15k | 158.76 |
| 2022-12-31 | $2.4M | 15k | 158.80 |
| 2022-09-30 | $2.1M | 15k | 143.40 |
| 2022-06-30 | $2.2M | 15k | 149.83 |
| 2022-03-31 | $2.7M | 16k | 175.93 |
| 2021-12-31 | $2.4M | 14k | 178.81 |
| 2021-09-30 | $2.2M | 13k | 169.28 |
| 2021-06-30 | $2.2M | 13k | 173.68 |
| 2021-03-31 | $1.9M | 12k | 165.61 |
| 2020-12-31 | $1.5M | 11k | 142.21 |
| 2020-09-30 | $1.1M | 10k | 110.61 |
| 2020-06-30 | $1.0M | 9.8k | 106.97 |
| 2020-03-31 | $395k | 4.4k | 88.78 |
| 2019-12-31 | $615k | 4.5k | 137.00 |